OUR FAVORITE APPS

We use these in our firm and with our clients

Drake
Software is an affordable, comprehensive and all-in-one professional tax software. One thing we love about Drake is their Client Write Up , it has everything from payroll,
bookkeeping, accounts payable and accounts receivable. We have used Drake for more than 8 years, it is very affordable and GREAT customer service.

Finagraph
provides you with the financial knowledge that is inside your
accounting system. You have the ability to analyze inventory, cash ,
receivables and sales trends. You can customize goals and red flags
according to benchmarks you set. Spot risk indicators and compare
industry averages and competitors. You can examine performance with
monthly, quarterly, or yearly reviews.

LedgerSync
is a cloud based software that allows CPA firms, bookkeepers and
accountants access to client bank & credit card
transactions,statements and check images. Both the accountant and the
client can set up accounts. Once set up, LedgerSync will access the
accounts and pull the data whenever you are ready to do your work.

If you are not using exit pops and lead capturing technology on your website then you are behind your competition. OptinMonster allows you to create custom messages that pop up when your website visitors try to leave the website and makes them an offer in hopes of getting their email address so you can send them newsletters and advertising.

If you are not using QuickBooks Online yet, you soon will be. It is the only software that integrates with Tax Planner Pro and it is the future of financial management. We were skeptical at first as we love QuickBooks Desktop, but we have come around now that we see how fast the work can be done in QBO.

Sure
payroll is an online payroll software which calculates, files and
pays federal , state and local payroll taxes. You can easily run your
mobile device and you can always ensure you stay compliant with
payroll taxes and regulations. One really cool thing is you can see previews of all payrolls. Not all payroll companies can do that...

Toggl
is another great time tracking software You will never loose track of
your billable time. If you forget to switch it on, you can always
enter time later on. You can organize your time by projects or tags
and mark it as billable. If you have 5 or fewer employees that need time tracked, this is a good one as it is free for under 5 users...

TSheets
is an employee time tracking software. Employees can clock in with a
computer , laptop, tablet. If employees are constantly on the move,
their time can still be tracked with iPhone and Android apps, the
crew app, along with text and dial -in options. You can clock in and
get to work with just the click of a button. If you have more than 5 employees, this is the only choice.

Turbo
Tax is one of the most popular income tax preparation software's and
for good reason, it is designed to guide their users through their
tax returns step by step. It searches for tax deductions and then
double check you tax return. While we are not huge fans of doing business returns at home, if you have a simple 1040 then this software rocks. If you have a business though, hire an accountant. We know a good one if you don’t!

Webflow
is a website builder for designing professional sites from scratch
or you can start with one of their website templates. It's super
easy and your website will appear as a if a professional web designer works for you! It takes a little getting used to but you can change your website to anything you want once you get the hang of it.

Zen
Payroll is great and easy way to pay your employee's and
contractors. It's best suited for businesses with fewer then 30
employee. They are a full-service payroll that takes care of the
payroll tax payments and filings on your behalf. Every time you run
payroll , total wages and taxes are synced with QuickBooks Online.

We use several Zoho apps at Tax Planner Pro and at Ragain Financial. Mostly the CRM, email, Survey, and Campaign apps. If you don’t know them they are huge assets for marketing, customer management, and online computing. Very affordable and decent customer service makes them worth a look.